The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ALPHABET INC CAP STK CL A 02079K305 BBG000CH53T5 16,670,368 91,520 SH   SOLE N/A 91,520 0 0
AMAZON COM INC COM 023135106 BBG000CH53T5 23,124,488 119,661 SH   SOLE N/A 119,661 0 0
AMERICAN HOMES 4 RENT CL A 02665T306 BBG004X82BC7 9,363,837 251,987 SH   SOLE N/A 251,987 0 0
AMERICAN TOWER CORP NEW COM 03027X100 BBG000B9Y214 7,797,359 40,114 SH   SOLE N/A 40,114 0 0
AMERICOLD REALTY TRUST INC COM 03064D108 BBG000QF08N4 8,405,546 329,113 SH   SOLE N/A 329,113 0 0
BRIXMOR PPTY GROUP INC COM 11120U105 BBG004V7PD50 10,144,730 439,356 SH   SOLE N/A 439,356 0 0
CAMDEN PPTY TR SH BEN INT 133131102 BBG000BB0XQ1 9,764,690 89,494 SH   SOLE N/A 89,494 0 0
CRH PLC ORD G25508105 BBG000D3JZW5 11,127,482 148,406 SH   SOLE N/A 148,406 0 0
DIGITAL RLTY TR INC COM 253868103 BBG000Q5ZSC6 8,549,011 56,225 SH   SOLE N/A 56,225 0 0
EASTGROUP PPTYS INC COM 277276101 BBG000BHRDX5 8,589,370 50,496 SH   SOLE N/A 50,496 0 0
EQUINIX INC COM 29444U700 BBG000MBDX12 12,881,872 17,026 SH   SOLE N/A 17,026 0 0
EQUITY RESIDENTIAL SH BEN INT 29476L107 BBG000BG8P98 9,944,743 143,420 SH   SOLE N/A 143,420 0 0
GE AEROSPACE COM NEW 369604301 BBG000BK6PH2 18,440,202 115,998 SH   SOLE N/A 115,998 0 0
GILDAN ACTIVEWEAR INC COM 375916103 BBG000CH53T5 13,489,888 355,746 SH   SOLE N/A 355,746 0 0
GUIDEWIRE SOFTWARE INC COM 40171V100 BBG0021RGSV1 7,659,100 55,545 SH   SOLE N/A 55,545 0 0
INDEPENDENCE RLTY TR INC COM 45378A106 BBG004Q00KX1 10,038,962 535,697 SH   SOLE N/A 535,697 0 0
INTUIT COM 461202103 BBG000CH53T5 10,118,405 15,396 SH   SOLE N/A 15,396 0 0
INVENTRUST PPTYS CORP COM NEW 46124J201 BBG0060N2LP9 8,493,621 343,038 SH   SOLE N/A 343,038 0 0
INVITATION HOMES INC COM 46187W107 BBG00WXXS1W2 9,224,484 257,021 SH   SOLE N/A 257,021 0 0
MASTEC INC COM 576323109 BBG000DYXF73 6,592,082 61,614 SH   SOLE N/A 61,614 0 0
MERCADOLIBRE INC COM 58733R102 BBG000GQPF49 9,535,007 5,802 SH   SOLE N/A 5,802 0 0
META PLATFORMS INC CL A 30303M102 BBG002GPKKJ5 15,059,539 29,867 SH   SOLE N/A 29,867 0 0
MICROSOFT CORP COM 594918104 BBG000BPHFS9 21,641,319 48,420 SH   SOLE N/A 48,420 0 0
MOODYS CORP COM 615369105 BBG000F86JD3 8,749,030 20,785 SH   SOLE N/A 20,785 0 0
PLANET FITNESS INC CL A 72703H101 BBG009H04M71 6,702,945 91,085 SH   SOLE N/A 91,085 0 0
PROCORE TECHNOLOGIES INC COM 74275K108 BBG000CH53T5 17,585,014 265,194 SH   SOLE N/A 265,194 0 0
PROLOGIS INC. COM 74340W103 BBG000B9Z339 11,496,389 102,363 SH   SOLE N/A 102,363 0 0
S&P GLOBAL INC COM 78409V104 BBG000BP1RM6 8,701,460 19,510 SH   SOLE N/A 19,510 0 0
SALESFORCE INC COM 79466L302 BBG000BN2GH0 14,424,853 56,106 SH   SOLE N/A 56,106 0 0
SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 BBG000BJ13H9 10,128,471 132,260 SH   SOLE N/A 132,260 0 0
SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 BBG000BHVW68 13,715,221 94,101 SH   SOLE N/A 94,101 0 0
TEMPUR SEALY INTL INC COM 88023U101 BBG000CH53T5 9,262,118 195,651 SH   SOLE N/A 195,651 0 0
TOAST INC CL A 888787108 BBG012FFPW24 6,571,891 255,021 SH   SOLE N/A 255,021 0 0
US FOODS HLDG CORP COM 912008109 BBG00C6H6D95 13,273,450 250,537 SH   SOLE N/A 250,537 0 0
VENTAS INC COM 92276F100 BBG000FRVM00 7,219,510 140,841 SH   SOLE N/A 140,841 0 0
VISA INC COM CL A 92826C839 BBG000CH53T5 16,148,467 61,525 SH   SOLE N/A 61,525 0 0
WELLTOWER INC COM 95040Q104 BBG000BKY3S8 10,886,515 104,427 SH   SOLE N/A 104,427 0 0
ZOOMINFO TECHNOLOGIES INC COMMON STOCK 98980F104 BBG00S1HJ455 10,056,515 787,511 SH   SOLE N/A 787,511 0 0